Close multiple clients to a new processing period

Perform the following steps to advance multiple clients to a new processing period.
  1. Choose
    File
    , then
    Mass Select Period to Process
    .
  2. In the
    Select Tax Year to Close
    dialog, select the year to close and select
    Continue
    .
  3. In the
    Mass Select Period to Process
    dialog, select the clients you want to close.
  4. Choose the
    Select
    button to move the highlighted clients to the Clients to close the pane.
  5. Select the
    Close to Next Year
    button.
  6. Select
    OK
    to confirm you want to close the tax year for the selected clients.
  7. Select
    OK
    .
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